Cherry Tree Wealth Management, LLC IVV Holdings History
Cherry Tree Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Cherry Tree Wealth Management, LLC held 23,105.00 shares of iShares Core S&P 500 ETF(IVV), totaling $12.98 Mil. This investment constitutes 3.13% of their stock portfolio, and Cherry Tree Wealth Management, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q2. And since then Cherry Tree Wealth Management, LLC has made 2 purchases of IVV, at an average price of $428.38, for a total of 25,800.00 shares. In addition, there have been 5 sales at an average price of $516.20 for 2,695.00 shares. Based on historical transaction data and IVV's current price of $630.67, Cherry Tree Wealth Management, LLC's estimated gain on his IVV holdings is $4.91 Mil, reflecting a 44.43% gain to date.
Cherry Tree Wealth Management, LLC IVV ($630.67) Holding Chart
Cherry Tree Wealth Management, LLC IVV ($630.67) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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